Financial Specialist

Superior Choice Credit Union • Superior, WI

5d • $21 - $23

About The Position

At Superior Choice Credit Union, Financial Specialists help members manage everyday finances, open and maintain accounts, support loan-related needs, and identify products and services suited to members’ goals. The role combines financial transactions and account support with relationship-building and guidance, while providing an exceptional branch experience. Financial Specialists are expected to work accurately, professionally, and in compliance with credit union policies, procedures, and regulations.

Requirements

• One to three years of experience in banking, finance, customer service, sales, or a related field.
• Strong communication and relationship-building skills.
• Ability to handle confidential information with professionalism and discretion.
• Strong attention to detail and commitment to accuracy.
• Ability to guide members through financial conversations and recommend solutions that meet their needs.
• Comfortable using computers, email, and office software.
• Positive attitude and willingness to work as part of a team.

Responsibilities

• Provide outstanding service to members and create a welcoming, professional branch experience.
• Assist members with deposits, withdrawals, loan payments, account transfers, account openings, and other financial transactions.
• Guide members through account and loan processes with clarity, accuracy, and care.
• Recommend products and services that support members’ financial needs and goals.
• Answer member questions and help resolve concerns professionally and efficiently.
• Build strong relationships that encourage member loyalty and trust.
• Maintain compliance with credit union policies, procedures, and regulations.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed